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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$53.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$19.9M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$23.4M
2
Wells Fargo
Wells Fargo
California
-$15.5M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Covington Capital Management
California
$371K +$4.48K +44 +1%
RWA
227
Ropes Wealth Advisors
Massachusetts
$364K – – –
WI
228
Wintrust Investments
Illinois
$361K -$1.94K -19 -0.5%
NP
229
NorthRock Partners
Minnesota
$356K – – –
PFA
230
Paradigm Financial Advisors
Missouri
$344K +$19K +186 +6%
NFG
231
Nations Financial Group
Iowa
$340K -$113K -1,112 -25%
Bessemer Group
232
Bessemer Group
New Jersey
$326K -$23.4M -229,615 -99%
SSI
233
Scott & Selber Inc
Texas
$326K – – –
MGIA
234
Moneta Group Investment Advisors
Missouri
$325K – – –
Brown Advisory
235
Brown Advisory
Maryland
$316K +$64.1K +629 +25%
CHAM
236
Clear Harbor Asset Management
Connecticut
$310K +$310K +3,041 New
FA
237
FCG Advisors
New Jersey
$309K +$309K +3,027 New
NCMW
238
Northern Capital Management (Wisconsin)
Wisconsin
$306K -$1.02K -10 -0.3%
AIM
239
Advantage Investment Management
Iowa
$303K +$42K +412 +16%
NFG
240
Next Financial Group
Texas
$298K -$412K -4,026 -58%
LI
241
LVZ Inc
Michigan
$297K +$25.7K +252 +9%
Truist Financial
242
Truist Financial
North Carolina
$296K – – –
EAM
243
Evanson Asset Management
California
$290K +$305 +3 +0.1%
CFA
244
CT Financial Advisors
Pennsylvania
$277K +$1.22K +12 +0.4%
FHA
245
Flagship Harbor Advisors
Massachusetts
$277K +$303 +3 +0.1%
V
246
Veritable
Delaware
$275K – – –
TH
247
Timber Hill
Connecticut
$271K +$271K +2,661 New
SCA
248
Snowden Capital Advisors
New York
$269K +$269K +2,643 New
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$265K – – –
SA
250
Strategic Advisors
New York
$265K +$265K +2,599 New
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10
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